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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,267 | $67,602-55.2% | $82,312-63.2% | $70,126-56.8% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 35.95% | 21.57%+14.4pp | 25.88%+10.1pp | 73.15%-37.2pp |
| Employer contribution / active EE | $1,829 | $1,755+4.2% | $2,428-24.7% | $2,343-21.9% |
| Participant deferral / active EE | $12,872 | $2,987+330.9% | $3,706+247.3% | $3,332+286.3% |
| Admin fee / account holder | $613 | $4,512-86.4% | $5,608-89.1% | $4,645-86.8% |